• Lucas Cheah : $Dell Technologies (DELL.US)$  benefits from strong enterprise IT demand, particularly in servers and storage solutions. For example, its PowerEdge servers are widely adopted in data centers, supporting growth in its Infrastructure Solutions Group. However, the decline in global PC sales post-pandemic impacts its Client Solutions Group. Dell’s focus on hybrid cloud and edge computing, such as APEX as-a-Service offerings, presents long-term growth potential.
  $CrowdStrike (CRWD.US)$  cloud-native Falcon platform is a leader in endpoint security, driving high retention rates and customer growth. For instance, its expansion into identity protection and cloud workload security has attracted large enterprise clients. Increasing cybersecurity threats fuel demand, but competition from Palo Alto Networks and high R&D expenses could pressure margins.
  $HP Inc (HPQ.US)$  faces near-term headwinds from declining demand in PCs and printers. However, its subscription-based services like HP+ in printing offer stable, high-margin revenue. For example, HP’s focus on commercial PCs and innovation in 3D printing provide niche growth opportunities. Cost-cutting initiatives are helping offset weaker consumer demand.
  In summary:
  • $Dell Technologies (DELL.US)$ : Strong enterprise IT growth through servers and hybrid cloud; faces PC market challenges.
  • $CrowdStrike (CRWD.US)$ : Robust cybersecurity demand via Falcon platform; expanding into identity and cloud security.
  • $HP Inc (HPQ.US)$ : Weaker PC/printer demand, but growth in services like HP+ and 3D printing offers potential.

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